AFT Pharmaceuticals

[trader_jackson]

Couldn't help but top up today - just a matter of time before this really takes off.

[BlackPeter]

Couldn't help but top up today - just a matter of time before this really takes off.

Brave man. I guess sure, this might turn into a double bottom - or it might not.

Hard to predict even with higher liquidity stocks.

[trader_jackson]

https://www.nzx.com/announcements/322575

Not the only one buying recently... no surprises, probably ain't going to get any cheaper some say

[trader_jackson]

https://www.nzx.com/announcements/324594

Not surprising to see AFT have made another step in the right direction, costs of such agreements will obviously negatively impact FY19, but no doubt bigly gains in revenue profit etc in FY20 (must be, as unlike other similar announcements, this one is marked price sensitive).

1H19 result announcement 2 months away - operating cash flows probably neutral with a return to profit on track for FY19.

A question of when, not if, the 'fair market value' of AFT is realized
And the fair market value is far in excess of what the shares closed at right now - $2.20, the founder and CEO probably won't be selling for less than $5

[winner69]

TJ — Suppose you see this as a stunning result
http://nzx-prod-s7fsd7f98s.s3-websit...185/291006.pdf

Another half year passes .....not much top line growth ....still not profitable ....significant cash burn ......debt up and asking for more.

Good part they reckon second half might just be better than first half ..alwaysvthe optimist

I would like to but I find it hard to get enthused.

[trader_jackson]

TJ — Suppose you see this as a stunning result
http://nzx-prod-s7fsd7f98s.s3-websit...185/291006.pdf

Another half year passes .....not much top line growth ....still not profitable ....significant cash burn

I would like to but I find it hard to get enthused.

On an operating basis, they are (probably) profitable now (as at today)...
Cash balance increasing
Yea revenue growth a bit lackluster
No worries - FY19 NPAT on the way

[winner69]

Cash balance improving ...yes, but by borrowing more

Cash burn was $7.2m

[winner69]

Nobody likes your AFT t_j .... be below 2 bucks soon

I keep watching ....maybe one day it will deliver

[Leftfield]

Not in my portfolio. The IP protective moat is not great and IMHO it is too linked to Hartley Atkinson and his family. He needs to delegate and let others play a major role. (any CEO who sells himself in TV advertising is a worry.) GLH.

[dodgy]

Not in my portfolio. The IP protective moat is not great and IMHO it is too linked to Hartley Atkinson and his family. He needs to delegate and let others play a major role. (any CEO who sells himself in TV advertising is a worry.) GLH.

Hi,
I am not too sure about the advertising inference - look at the Remington man Victor Kiam and the fortune that company made.
Regards
-dodgy